Is your portfolio ready for a recession?

Ken Bauman

Financial Advisor


28 Years of Professional Investment Experience

I work with clients to tailor your investments to match your goals – whether that be retirement income, wealth accumulation, college funding, or a combination of these. I also provide 401k guidance, from setting up to providing ongoing service.

Please contact me to set up an appointment to discuss achieving your financial goals.

Characteristics that Define My Relationship with Clients

When clients work with me they get a listening ear and start to see the possibilities for their future.

Why Should Someone Work with Me

With over 28 years of experience, I have the knowledge and skills it takes to navigate market cycles.

Prepare your portfolio for a recession the right way.

Download our free guide on getting peace of mind about your retirement future, no matter the state of the economy. We’ll talk about how to plan for retirement before and during a recession, no matter what age you are now, so you can be confident in the decisions you make for you and your family.

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